MYFO

6.3easy start · #17of 24
in Family Office Software

Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $850/mo.

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MYFO is ranked #17 of 24 in family office software on The Geeks Club. It runs on Web. Paid plans start at $850/mo.

MYFO plans and pricing

All plans

MYFO $850/mo Starting price; billing schedule not specified Priced per asset and line item · final pricing depends on requirements and complexity myfotech.com · 7 Oct 2026

Compared on family office software

Consolidated reporting: Yes
Entity management: Yes
Document management: Yes
Workflow automation: Yes
Data import methods: automated

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The record

Product: MYFO is a family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.
Data consolidation: The platform aggregates assets and liabilities across accounts and syncs data from banks, brokerages, and other financial institutions.
Entity mapping: MYFO maps relationships and ownership stakes among family members and their entities.
Reporting: Users can create consolidated performance reports by asset class, currency, geography, or entity, then export a PDF or share a live link.
Document ingestion: AI document ingestion extracts positions, transactions, and cash flows from uploaded statements, capital call notices, and fund reports.
Integrations: MYFO lists integrations and partners including Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero.
AI integration: The site says MYFO's Claude integration lets users ask portfolio questions in plain English and query concentrations, capital call schedules, and scenarios.
Security: MYFO's Trust Center describes the platform as SOC 2 Type 2 compliant and lists security, compliance, and privacy information for review.
Security controls: The product site lists AWS hosting, multi-factor authentication, audit logging, role-based access control, and continuous monitoring.
Intended users: MYFO says it serves family offices, advisors, and institutions managing wealth at scale.
Onboarding and support: The maker says onboarding typically takes approximately two to six weeks depending on complexity and describes hands-on support.
Accounting scope: A MYFO pricing guide says the platform includes consolidated information, entity management, documents, tasks, stakeholder management, and forecasting.
Company history: MYFO says founder Simran Kang began building the platform in 2019 after advising ultra-high-net-worth families at PwC.
Headquarters: Canada
Price from: $850/mo

Where it ranks on The Geeks Club

Best Family Office Software in 2026#17 of 24

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Sources

myfotech.com· checked 7 Oct 2026
myfotech.com/partners· checked 7 Oct 2026
trust.myfotech.com· checked 7 Oct 2026
myfotech.com/insights/family-office-software-pricing· checked 7 Oct 2026
myfotech.com/insights/the-first-full-family-office-o· checked 7 Oct 2026